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Inventory

Stock Transfers

Stock Transfers

Move inventory between branches or warehouses.

Interface Overview

Inter-Branch Transfers New Transfer Request


Business Overview

Stock Transfers record the physical movement of goods between organization locations. This ensures that every branch has accurate inventory counts.


Actions

Creating a Transfer

  1. Go to Inventory > Transfers.
  2. Click the Add Transfer button.
  3. Source: Select the branch sending the stock.
  4. Destination: Select the branch receiving the stock.
  5. Items: Add the products and quantities being moved.
  6. Click Save & Post.
  7. Effect: Stock is reduced in the source and increased in the destination immediately.

Tracking In-Transit Stock

  • If your system is configured for "Ship & Receive" mode, transfers will have a "Pending" state while moving between locations.

Updating a Transfer

  • Transfers can only be edited while in "Draft" status. Once posted, the movement is recorded.

Voiding a Transfer

  1. Open the transfer detail and click Void.
  2. Effect: The stock is reversed: removed from the destination and put back in the source branch.

[!IMPORTANT] Costing: QOBooks preserves the item's unit cost throughout the transfer to ensure accurate profit margins across all branches.


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